See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,236 | $54,380-44.4% | $68,509-55.9% | $59,632-49.3% |
| Participation rate | 74.5% | 70.2%+4.3pp | 74.7%-0.2pp | 68.7%+5.8pp |
| Annual return | -1.86% | 2.83%-4.7pp | 8.27%-10.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,295 | $1,539+49.2% | $2,278+0.8% | $2,203+4.2% |
| Participant deferral / active EE | $3,708 | $2,643+40.3% | $3,382+9.6% | $3,192+16.2% |
| Admin fee / account holder | $10,388 | $3,885+167.4% | $5,275+96.9% | $4,297+141.8% |